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THE C.J. BERRY GROUP’S NEW NAME TAKES THE GUESSWORK OUT OF FINDING A GREAT FINANCIAL PLANNER

Brighton, Michigan-August 1st, 2019

After 11 years of operating under the founder’s namesake, Brighton’s favorite financial group is being revamped!

Christopher J. Berry, known locally for his work with The Elder Care Firm and The CJ Berry Group, is renovating how we see financial services. Out with the old and in with the new, The CJ Berry Group is being renamed Castle Wealth Group to reflect the diverse staff and values they encompass.

As a holistic planning service, the company was looking for a name that reflected the whole picture. Castle Wealth Group will allow anyone, at just a quick glance, to better understand the company’s goals, services, and mission.

“We are excited for the change for a few reasons. First, it fits more into our branding of legal, financial and tax planning….really incorporating the estate planning into the financial and tax planning.” says Chris Berry, of the new Castle Wealth Group, “ Second, and most important, with the new name it shows that there is more than just myself; there is a whole team helping our clients achieve their goals.”

Castle Wealth Group, formerly The CJ Berry Group, is a fee-based financial advisor and wealth management firm that specializes in holistic wealth, estate and tax planning with the Trusted Counsel Advantage. For more information, please visit castlewealthgroup.com. For questions and inquiries please contact Castle Wealth Group at (844)-885-4200 or contact@castlewealthgroup.com.

About Christopher J. Berry, JD., CELA

Christopher J. Berry, JD., CELA is the founder of two interrelated companies that provide financial services and legal services to Michigan families. Chris is the founding President of a law firm that does estate and elder law planning (The Elder Care Firm). The second company is a firm that provides holistic wealth, estate and tax planning for clients using a client-centered best-interest process (The CJ Berry Group). The companies are located in Metro-Detroit. Christopher J. Berry is a nationally-recognized estate and financial planning expert, quoted in publications like Kiplinger's Retirement. Chris Berry is an invited presenter for some of the world’s top financial companies, money managers and industry associations such as Northwestern Mutual, Mass Mutual, John Hancock, Michigan Association of CPA's, Society of Financial Service Professionals, Financial Planning Association and the Institute of Continued Legal Education, to name a few.Nationwide, Merrill Lynch, Transamerica, Jackson National, Morgan Stanley, American Institute of CPAs, National Association of Insurance and Financial Advisors and several Financial Planning Associations. Christopher Berry is the author of The Caregiver's Legal Guide to Planning for a Loved one with Chronic Illness. Additionally, Chris Berry has co-authored two other books Tax-Free Money for Long-term Care and Protect My IRA: Avoid the 5 Common Mistakes.
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